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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-30 |
Branch Locations
999 Vanderbilt Beach Road Suite 607, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Bonita Springs | FL | 02/2011 | 04/2024 |
| Private Client Services | Louisville | KY | 04/2024 | Present |
| Summit Financial, Llc | Parsippany | NJ | 04/2024 | Present |
Summit Financial DBA Kyros Private Wealth, 999 Vanderbilt Beach Road, Suite 607, Naples, FL 34108, Description: Registered Investment Adviser firm, Duties: Investment Adviser Representative, 160 hours per month, 160 during trading hours, Start Date: 04/2024. The Village School of Naples Board of Trustees. 6000 Goodlette-Frank Road, Naples, FL 34109. The Village School is the educational leader in cultivating students in faith-based environment to reach their fullest potential. Member of the Board of Trustees and Chair of the Investment Committee; precludes business with her DBA Kyros Private Wealth. Duties include monthly meetings, oversee investment committee, and assist with developing and implementing the strategic plan for the school. 10 hrs/mo; 2 during trading hrs. BMG Partners LLC: Co-Owner; Address: 999 Vanderbilt Beach Rd. Suite 607 Naples, FL 34108; This entity will invest in business opportunities; My responsibilities will be limited to a passive investor; no access to any firm's financial instruments, nor involvement in the financial decisions of any firm. Start: 3/7/2025; 1 hour per month devoted to this activity, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-27 |
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